Family Wealth Management

Family Wealth Management definition: Family wealth management is a client service from family offices that covers private wealth investing and cash flow management. Integral areas addressed through this family office service are defining client goals, risk tolerance, and developing an investment policy statement. Family offices offering investment services are required to register with the SEC as investment advisors.

Tags: What is family wealth management?, family wealth management definition, family wealth management family office, family wealth management term, define family wealth management, family wealth management wealth management, family wealth management multi-family office, family wealth management single family office

A little about us

The Family Offices Group was founded six years ago and since has grown to be the largest association in the industry providing training, industry reports, and services to over 1,000 family offices around the globe.